GM45: A Geopolitical Mosh Pit ft. Michael Kao

As has become clear in the past couple of years, the interconnection between Macro Economics and Geo-Politics is stronger today than ever before in our lifetime. And who better to explain this mosh pit than the Ubankaoboy himself, Michael Kao who joins me and Cem Karsan for a fascinating and wide ranging conversation. We cover topics like China's debt problem, Oil and the mistakes the US are making as we speak, OPEC+ as well has hear Michael, who's parents fled from China to Taiwan, describe an potentially "explosive" scenario in which China may well be united with Taiwan that he is hearing from one of his "Uncles" still living in Taiwan.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to [email protected] please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Michael on Twitter.Episode TimeStamps: 02:29 - The big macro picture14:09 - The debt problem in China20:39 - The fragility of China and the Taiwan conflict24:57 - Kao's view on supply and demand31:17 - How does Fed power affect oil?38:41 - A complicated dynamic41:54 - Can we actually trust anyone?45:29 - The shadow banking system and refinancing risk48:53 - A structural problem51:59 - Reimagining safe assets58:27 - Thanks for listeningCopyright © 2024 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment...